Stockbridge Partners LLC: VISA INC-CLASS A SHRS (V): Quarterly 13F Position History
As of Q2 2026, Stockbridge Partners LLC reported 557,138 shares of VISA INC-CLASS A SHRS (V), worth $191.1M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 219,828 (+65.2%) . The position first appeared in Q3 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 557,138Shares Held (Latest Filing)
- $191.1MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- +219,828Quarter-over-Quarter Share Change
- +$89.2MQuarter-over-Quarter Value Change
- 2,476,315Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 557,138 | +219,828 | +65.2% | $191.1M | 4.0% | $343.1 |
| Q1 2026 | 337,310 | +337,310 | – | $101.9M | 2.5% | $302.2 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 677,873 | -100.0% | $0 | 0.0% | – |
| Q3 2023 | 677,873 | 430,084 | -38.8% | $155.9M | 3.5% | $230.0 |
| Q2 2023 | 1,107,957 | +407,960 | +58.3% | $263.1M | 5.4% | $237.5 |
| Q1 2023 | 699,997 | 120,584 | -14.7% | $157.8M | 3.7% | $225.5 |
| Q4 2022 | 820,581 | 112,660 | -12.1% | $170.5M | 4.6% | $207.8 |
| Q3 2022 | 933,241 | +11,903 | +1.3% | $165.8M | 4.7% | $177.6 |
| Q2 2022 | 921,338 | 591,406 | -39.1% | $181.4M | 4.7% | $196.9 |
| Q1 2022 | 1,512,744 | 615,165 | -28.9% | $335.5M | 7.2% | $221.8 |
| Q4 2021 | 2,127,909 | 39,749 | -1.8% | $461.1M | 9.3% | $216.7 |
| Q3 2021 | 2,167,658 | +397,570 | +22.5% | $482.8M | 9.9% | $222.8 |
| Q2 2021 | 1,770,088 | +38,594 | +2.2% | $413.9M | 8.8% | $233.8 |
| Q1 2021 | 1,731,494 | +94,971 | +5.8% | $366.6M | 8.9% | $211.7 |
| Q4 2020 | 1,636,523 | +99,205 | +6.5% | $358.0M | 8.4% | $218.7 |
| Q3 2020 | 1,537,318 | +668,770 | +77.0% | $307.4M | 8.5% | $200.0 |
| Q2 2020 | 868,548 | +502,650 | +137.4% | $167.8M | 5.3% | $193.2 |
| Q1 2020 | 365,898 | +365,898 | – | $59.0M | 2.3% | $161.1 |
| Q4 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2019 | 0 | 340,752 | -100.0% | $0 | 0.0% | – |
| Q2 2019 | 340,752 | 718,146 | -67.8% | $59.1M | 2.3% | $173.6 |
| Q1 2019 | 1,058,898 | +123,614 | +13.2% | $165.4M | 6.1% | $156.2 |
| Q4 2018 | 935,284 | 172,521 | -15.6% | $123.4M | 5.6% | $131.9 |
| Q3 2018 | 1,107,805 | 331,493 | -23.0% | $166.3M | 6.6% | $150.1 |
| Q2 2018 | 1,439,298 | 0 | – | $190.6M | 7.9% | $132.4 |
| Q1 2018 | 1,439,298 | 51,797 | -3.5% | $172.2M | 7.4% | $119.6 |
| Q4 2017 | 1,491,095 | 87,835 | -5.6% | $170.0M | 8.0% | $114.0 |
| Q3 2017 | 1,578,930 | 819,285 | -34.2% | $166.2M | 8.4% | $105.2 |
| Q2 2017 | 2,398,215 | 78,100 | -3.2% | $224.9M | 10.3% | $93.8 |
| Q1 2017 | 2,476,315 | +643,752 | +35.1% | $220.1M | 10.4% | $88.9 |
| Q4 2016 | 1,832,563 | +1,198,551 | +189.0% | $143.0M | 7.0% | $78.0 |
| Q3 2016 | 634,012 | – | – | $52.4M | 2.5% | $82.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Stockbridge Partners LLC first disclose a V position in 13F-HR filings?
Stockbridge Partners LLC first reported VISA INC-CLASS A SHRS (V) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in V?
Between Q1 2026 and Q2 2026, Stockbridge Partners LLC added 219,828 shares of V (+65.2%), bringing the total reported position to 557,138 shares at a market value of $191.1M.
Does the implied price-per-share represent Stockbridge Partners LLC's cost basis in V?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.